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Wall St Gunslinger

Dec 20, 2022

In this episode, I go over my thoughts on the idea of averaging down into an idea. Plus at around the 30 min mark, I go into a rough dive on Boot Barn, $BOOT, a western fashion-focused retailer that has seen some serious growth over the past two years. In the end, I don't think I'll be doing a deep dive on this one but...

Jun 4, 2022

I have had $SHOP in the back of my head for a few years. It started when I launched a T-Shirt business in school and used Shopify to power the store.

We shut it down 4 months later but not before making enough profit to pay for a few weekends. What I should have done was take the profits and bought $SHOP when it was $90...

May 28, 2022

Today I go over Boston Omaha, a small-holding company that I have followed for quite a while. With the release of the latest 10K, Annual Letter, and the drop in the market price I thought now would be a good time to talk about it. I hope you enjoy. 

Peace and Love,

Disclosure, I am an investor in BOC, and the...

May 20, 2022

It’s been about 4 months since I published my initial BTN deep dive and about 6 months since I sat down to write about the company. Since the initial article, there has been enough movement to warrant a little bit of an update on the business and how it is progressing. I hope you enjoy it! 

Peace and...

May 15, 2022

A little podcast about Bill Miller's triangle exercise and I read a piece I wrote about Adversity, Opportunities, and managing family money. It's something I don't take lightly and I'm happy to be given the chance to prove myself. I hope you enjoy. 

Peace and Love,